From many, many places within Project Insight, you will have the opportunity to choose
your display preferences. Using the Display Options icon will open a selector appropriate to the section where you are located within Project Insight. Below is an example selector from the Task List view.
Once you have changed the
column display options to meet your preferences, you may save it as one
of your Quick Selections. Additionally, administrators may save column
display options as global (all users) Quick Selections.
All column display options set on a project task list, project Gantt chart
and folder are retained as personal selections for you, the individual
user, on this particular project or folder. These selections do not change
the display for any other projects or folders, nor do they change the
display for any other users on this project or folder. The latest display
options chosen by you are retained for each visit until such time that
you actively change the Display Options.
Using the Column Display
Functions within the Column
Display Options fall into the following categories:
list vertical sizing for the Available Columns and Selected Columns list
selections (which columns display versus which columns do not display)
display order from left to right
properties (width and text wrap)
chart specific options
Header to lock the column labels while vertically scrolling the data content.
Table to separate column sections for separate horizontal scrolling.
List Vertical Sizing
is used to expand (lengthen) the vertical
sizing of the lists for the Available and Selected Columns list boxes.
is used to collapse (shorten) the vertical
sizing of the lists for the Available and Selected Columns list boxes.
This allows a user to view
more column selections in the display without having to scroll.
Display columns may be moved
in and out of the Selected Columns from the Available Columns list to
choose which columns display. Multiple select is allowed through the use
of the left mouse click while holding either the Ctrl key (independently
select each column to display) or the Shift key (select a range of columns
to display). Once column selections are highlighted within a list box,
they can be moved between Available and Selected using the following functions.
Add to the Selected Columns from the Available
Remove from the Selected Columns to the Available
To choose the location within
which the column will appear in the Selected Columns, highlight the Selected
Column to insert the newly selected Available Columns in front of prior
to clicking the Add command. This will insert the Available Columns into
the desired location. Further display location changes can be made using
the column display order.
Moving all Available Columns
to and from the Selected Columns list box can be accomplished using the
and the functions respectively.
of the columns in the Selected Columns list box determines the display
order in the list. Top-bottom order in the list box equals left-right
order in the display. Changes to the display order can be made one at
a time or in multiples. For multiple select is use of the left mouse click
while holding either the Ctrl key (independently select each column to
display) or the Shift key (select a range of columns to display). Once
column selections are highlighted within the Selected Columns list box,
the column display order can be changed using the following functions.
Moves the selected column or columns incrementally up in the list box,
left in the display.
Moves the selected column or columns incrementally down in the list box,
right in the display.
Column width and text wrap
properties can be set on one or more columns in the Selected Columns list
box. Select the column or columns to apply the property values to, check
the Wrap Text checkbox and/or enter a numeric value in the pixels wide
box to make the desired changes. Alternatively, it may be easier to set
the column width using the drag and drop functions on the display for
a better visual indicator as to the preferred column width. The text wrap
property will force the displayed column to increase the respective vertical
row sizing if the data in the column is too long to fit in a single line
of display for the current column width setting.
Saving a Quick Selection allows
each user to build a list of column selections based on their own preferences.
The image below is a representation of the interface used by a Project
Insight administrator to save a column selection to the Quick Selection
list. As an administrator, the additional options to save the selection
as a global selection or default selection are available.
When saving a default selection,
it will not replace the system default selection named "Default."
It is best to name a default selection with a unique name, such as "[your
company] Default" to distinguish it from the original system assigned
default for future reference. A new default applies to all users, but
it is important to remember that not all users have access to all columns.
For example, you could save a task list default with the task add/edit
icons (Admin Options) in the left column and that column will only display
based on the user's assignment privileges to the project. A project manager
on the project will see the administrative functions in the left column
and a resource will not.
Gantt chart displays have
additional settings to control the range of dates displayed and the scale
to chart within the chosen date range. More information for these settings
may be found in Understanding
Folder display options differ in that they have different available columns,
no vertical width setting and they offer administrators a View Hidden
Items option to see items they do not have permission settings to see
and to grant themselves full control of those hidden items.
Display Order by Column Heading
headings with hyperlinks may be used for sorting the display data in ascending
or descending order by clicking the hyperlinked column
heading. Ascending or descending order will be indicated by the up or
down arrow in the primary sorting column. Changing the primary sort column
will move the previously selected sort order for other columns into secondary
and tertiary sorting columns respectively.
Header and Split Table Options
choose not to scroll the table header so that it remains in place for
your column references as you scroll down a large number of rows in your
resulting list. The split table must be activated using the selection
from the drop-down to "Freeze Header and Split Table," or can
alternatively be activated using the selector invoked using a right-click
option from within the column header. Select the "Freeze Header and
Left Panes" option on the column which you would like to use as your
last column on the left for the split action.
as Separate Row
data may be displayed in parallel with current data as a row underneath
the current project data in task lists, task reports and project reports.
Alternatively, baseline data may be displayed as columns by selectively
choosing which baseline columns to display from the available columns